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smurf

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AAL, AAPL, ABBV, ABT, ACAS, ACC, ACG, ADM, AEP, AESAY, AFL, AGNC, AIBYY, AIV, ALDW, AM, AMBA, AMD, AMJ, AMLP, AMNB, AMRE, AMT, AMTG, ANGI, ANH, APL, APU, ARCC, ARCP, ARCT, AROW, ARR, AT, AVIV, AYR, AZN, BAC, BBEP, BBT, BDRBF, BDX, BGS, BKCC, BLK, BNDX, BNS, BP, BPL, BRK.A, BRK.B, BTE, BWP, BX, C, CAT, CBB, CBI, CBT, CCG, CCJ, CCL, CEFL, CFR, CHD, CHK, CIM, CL, CLF, CLI, CLMT, CLNY, CLX, CMLP, COG, COP, CQP, CSAHF, CSCO, CTL, CUZ, CVR, CVS, CVX, CXPO, CXS, CXW, CYS, DAL, DBD, DDR, DE, DELL, DIA, DLNG, DLPH, DLR, DNKN, DOV, DPG, DPM, DPO, DRI, DTV, DUK, DVN, DX, EBAY, ECIFY, EDR, EEP, EEQ, EFC, EMR, ENB, ENBL, EPD, EPHE, EPR, EPRO, EQR, ERF, ERIE, EROC, ESRT, ESV, ETG, ETN, ETY, EVEP, EXC, EXPD, F, FAST, FB, FCX, FDX, FE, FISH, FITB, FMER, FRO, FRT, FSC, FTR, GAB, GD, GDX, GE, GILD, GIY, GLPI, GM, GOV, GPC, GRX, GS, GSK, GT, GWW, GXP, GZT, HAL, HAS, HCBK, HCN, HCP, HD, HEP, HI, HME, HNW, HON, HP, HPQ, HRS, HSII, HTA, HTD, HTZ, IBM, INTC, IRET, IRT, IWM, IYLD, IYR, JCP, JE, JMF, JNJ, JNS, JPM, JRI, JTA, JW.A, KBWD, KCAP, KEY, KKR, KMI, KMP, KMR, KO, KOL, KRFT, LDOS, LEG, LINE, LMT, LNCO, LOW, LTC, LVL, LXP, MAIN, MAT, MCD, MCK, MCY, MDP, MFA, MIN, MLPA, MLPI, MMLP, MNR, MO, MORL, MPW, MRK, MS, MSFT, MTGE, MTSI, MUB, MUR, MW, MWE, NAI, NBL, NCT, NDRO, NE, NEE, NFG, NFLX, NIE, NKSH, NLY, NNN, NOK, NOV, NRCIB, NRF, NRZ, NVDA, NVS, NYCB, O, OHI, ORAN, PAA, PBEGF, PBI, PCEF, PFE, PG, PGF, PGH, PHB, PHK, PKY, PM, PMD, PMT, PNNT, POT, PSEC, PSX, PT, QRE, RAS, RCI, RDC, RDS.A, RDS.B, REM, REPYY, RGR, RIG, RKT, RLI, RNFTF, ROIC, RSH, RTN, SASR, SCHD, SDIV, SDRL, SDY, SFL, SHLD, SHS, SJM, SLG, SMLP, SNH, SNV, SNY, SO, SON, SPG, SPH, SPLS, SPY, SRC, SRE, SSW, STAG, STB, STM, STO, STX, SVU, SYY, T, TAL, TCAP, TCO, TCPC, TCRD, TEF, TEG, TEO, TGP, THI, TICC, TLP, TRP, TSCDY, TSLA, TU, TUP, TWO, TWTR, TYG, UG, UMH, UNP, UPS, USTR, UTX, VALE, VDE, VEA, VFC, VGK, VHT, VIG, VLO, VNM, VNQI, VNR, VPU, VYM, VZ, WAG, WEC, WETF, WFC, WLL, WM, WMC, WMT, WR, WRE, WSM, WSR, WU, WY, XLU, XLV, XOM, YMLP, ZION
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  • Protected Principal Retirement Strategy: The Quest For Perfection [View article]
    To follow up on whmitch's comments, M* puts actual earned income distribution at around 3.39%. The rest is from long and short term capital gains and ROC.

    To correct whmitch's comments, I did not see where the M* analyst, Steven Pikelny, stated that the aforementioned ROC was destructive. It isn't always.

    The date of M*'s most recent report was 12/19/12.
    Feb 4 12:23 AM | Likes Like |Link to Comment
  • Digging Into Omega's Dividend [View article]
    @RJ

    An excellent and simply stated analysis of OHI. Why aren't you writing articles yourself?

    I might add that in SA's Portfolio section you can construct a list of any kind of sector you want, list the major players, and then compare them against each other on nine different metrics. I have done this with REITS, mREITs, MLPs, Utilities, and a couple of other sectors. It's very useful.

    Thanks.
    Feb 3 11:39 AM | 2 Likes Like |Link to Comment
  • Hit 'Em Where They Ain't [View article]
    I'm a buyer of OHI on a slight dip. I like their website and they're one of the few in the medical REIT business who presents income data, including FFO in a straightforward manner, or for that matter at all.

    Thanks,
    Feb 3 01:35 AM | 1 Like Like |Link to Comment
  • Rolling With The Punches [View article]
    I like 4 seasons, and I'm one of those oddballs who actually likes snow and gloomy weather. Maybe I'm related to Howard Hughes. For gloom, should maybe move to Seattle. Nah....too blue....
    Feb 2 12:04 PM | Likes Like |Link to Comment
  • Rolling With The Punches [View article]
    Are the wounds self inflicted, as evidenced by the photo?

    OHO, a little regional bias, eh? Well, nearly all of us rednecks wear shoes now, have running water, and don't marry our sisters anymore.

    AND, doing well economically, thanks very much! Can't compare with those industrial powerhouses in PA, MI, NJ, IL, and OH, though.

    Thanks,
    Feb 2 11:13 AM | Likes Like |Link to Comment
  • Barclays Likes Wisconsin Energy's Dividend Growth And So Do We [View article]
    @ricksteph,

    Very clever phraseology on your part.

    Why don't you just ask me if I still beat my wife? You make it sound like union jobs are the only jobs available.

    Facts are, that every state with a governor not beholden to union interests (i.e. donations) has an improving economy, with either a better or turnaround employment situation. This doesn't happen instantly. Decades of big labor induced economic stagnation doesn't get turned around overnight.

    My "factual basis"? Decades of being in, dealing with, and observing union vs. non-union situations. One example; the URW killed the rubber manufacturing business in Akron, OH resulting in all the plants closing or moving to right-to-work states. Are you aware that union 'workers' worked 4 shifts per day in those plants in Akron? Six hour shifts, with paid lunch, two breaks and cleanup time. Actual laboring was about 4:45 hours.

    In a union environment I was in in NJ, light bulbs couldn't even be changed without calling a plant union electrician who would have to come on an overtime basis, naturally. There we had an office union also. Managers couldn't even sit at a typewriter to pound out a note without a grievance being filed. All silly, productivity-killing exercises.

    Extreme cases? No, typical.

    Note I'm not even mentioning the auto business.

    Want more "factual basis" ? Can you say Hostess Brands? How about all the drilling activity/employment boom in North Dakota-all non union? Don't tell me these are bad jobs--people are flocking there for high non-union pay.

    I could go on and on.

    Any objective observer realizes that unions are productivity and profit inhibitors. No profits, no products, no jobs.
    Feb 2 11:01 AM | 5 Likes Like |Link to Comment
  • 6 REITs For Monthly Income [View article]
    @charleyzap,

    Hey, thanks for the info and links. FFO does kind of tell the story, doesn't it.

    Appreciate your taking the time to help me out on this.
    Feb 2 10:17 AM | 1 Like Like |Link to Comment
  • Vanguard Natural Resources (VNR) -4.9% AH after announcing a public offering of 8M common units. VNR intends to use net proceeds to pay down debt from its senior secured revolving credit facility, which was incurred in part to fund recent acquisitions. [View news story]
    First, thanks for the thoughtful comments, not to mention your attention to my activities!

    I own a small position in LNCO, not LINE. LNCO, of course, is just the stalking horse for LINE, since they have no other business.

    I do like LINE's long term business model better than VNR's. The former does at least develop some of their own properties, while VNR leverages mature ones, pumps them dry and moves on and borrows again. I'm aware of LINE's debt situation, also.

    I agree that LINE is not a SWAN holding, either, and bought LNCO to ride a bit of the crest of the wave with some excess cash and collect the initial dividend. I am watching it carefully, and when the euphoria gets too high, will sell for a gain. I'm not a trader, but will occasionally throw a small ante into that pot.

    Finally, I also concur that the entire MLP sector is the 'flavor of the season' and shouldn't occupy too large a space in anyone's holdings for the long term.
    Feb 2 10:07 AM | Likes Like |Link to Comment
  • 19 Things I Like About Dividends [View article]
    @christinebitg,

    Watch out for VNR. Mountains of debt. Recently issued 80mm shares of common. They do hedge, but debt is debt.
    Feb 2 09:44 AM | 1 Like Like |Link to Comment
  • Vanguard Natural Resources (VNR) -4.9% AH after announcing a public offering of 8M common units. VNR intends to use net proceeds to pay down debt from its senior secured revolving credit facility, which was incurred in part to fund recent acquisitions. [View news story]
    A while back, I read their 2011 10K. I didn't like what I saw. They developed nothing, acquired everything with debt. To quote (over and over) "........This acquisition was funded with borrowings under financing arrangements existing at that time....."

    Those bullish on this company say, well, that's all right because they're hedging. Hedging, schmedging, debt is debt and continually piling it on is unsustainable.

    The chickens are coming home to roost now as far as I'm concerned
    Feb 2 12:37 AM | Likes Like |Link to Comment
  • Dividend Contenders In Value For The Accumulation Phase And/Or Income Distribution Phase Of The Retirement Portfolio [View article]
    Rich Kinder is the only one who came out of Enron whole. That's because he smelled the rats and left early. He's built quite an empire since then.
    Feb 1 04:38 PM | 1 Like Like |Link to Comment
  • 19 Things I Like About Dividends [View article]
    Dave,

    Add me to your adoring public. It's hard to disagree with good old plain common sense.

    Thanks for all your timely and informative articles. They are very much appreciated.

    Smurf
    Feb 1 04:10 PM | 6 Likes Like |Link to Comment
  • ConocoPhillips (COP -4.7%) stumbles nearly 5% a day after issuing a disappointing 2013 production forecast of 1.475M-1.525M boe/day, with a significant Q2-Q3 dip due to seasonality, planned maintenance and project tie-ins. “Production will decline in ’13, and [COP] will need to show as we move forward that they can grow off that 2013 base," according to one analyst. [View news story]
    After hours, it is up. If I had excess funds to deploy, I'd be in there, too.
    Feb 1 12:43 AM | Likes Like |Link to Comment
  • 4 High-Yielding Dividend Stocks That Have Hiked Payouts By At Least 13% For 5 Years [View article]
    I can't make up my mind on STX. Are they really favorably positioned, going forward, for the the new world of personal sized communication and computing devices? I'd like to hear others' opinions.
    Feb 1 12:40 AM | Likes Like |Link to Comment
  • 'Savvy Senior' Conservative IRA Portfolio Returns 16.4% In 2012 [View article]
    Who besides M* rates these CEFs? M* only analyzes a fraction of them.
    Jan 31 05:18 PM | Likes Like |Link to Comment
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